Ameriprise

Ameriprise Portfolio holdings

AUM $435B
1-Year Est. Return 24.96%
 

Ameriprise Financial, Inc., founded in 1894 as Investors Syndicate and headquartered in Minneapolis, Minnesota, is a leading financial services firm specializing in wealth management, financial planning, and insurance, managing hundreds of billions in assets for individual and institutional clients. Evolving from its roots in investment certificates, it now offers a comprehensive suite of services, including retirement planning, annuities, mutual funds, and advisory solutions, delivered through a network of over 10,000 financial advisors across the U.S. Known for its client-first approach, Ameriprise became independent in 2005 after spinning off from American Express, focusing on personalized advice and robust digital tools to compete in a crowded market. With a strong emphasis on long-term relationships and financial security, Ameriprise has grown into a trusted name in the retail investment and insurance sectors.

This Quarter Est. Return
1 Year Est. Return
+24.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$305B
AUM Growth
-$14.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,037
New
Increased
Reduced
Closed

Top Buys

1 +$514M
2 +$315M
3 +$293M
4
SCHW icon
Charles Schwab
SCHW
+$254M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$229M

Top Sells

1 +$408M
2 +$356M
3 +$330M
4
VZ icon
Verizon
VZ
+$327M
5
KXI icon
iShares Global Consumer Staples ETF
KXI
+$305M

Sector Composition

1 Technology 23.18%
2 Healthcare 10.69%
3 Financials 10.58%
4 Industrials 8.43%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2676
$2.38M ﹤0.01%
261,166
+10,270
2677
$2.37M ﹤0.01%
52,557
-21,334
2678
$2.37M ﹤0.01%
95,820
+7,147
2679
$2.36M ﹤0.01%
279,738
2680
$2.36M ﹤0.01%
28,658
-1,681
2681
$2.36M ﹤0.01%
162,769
+112,171
2682
$2.35M ﹤0.01%
63,188
-18,085
2683
$2.35M ﹤0.01%
261,977
-9,031
2684
$2.35M ﹤0.01%
194,486
+30,318
2685
$2.34M ﹤0.01%
43,298
-11,970
2686
$2.34M ﹤0.01%
118,958
-10,855
2687
$2.32M ﹤0.01%
135,316
-2,089
2688
$2.32M ﹤0.01%
117,611
-5,387
2689
$2.31M ﹤0.01%
280,425
-19,861
2690
$2.31M ﹤0.01%
731,314
+2,800
2691
$2.31M ﹤0.01%
193,483
-35,026
2692
$2.3M ﹤0.01%
168,142
+12,099
2693
$2.29M ﹤0.01%
101,308
+76,041
2694
$2.29M ﹤0.01%
221,054
+172,948
2695
$2.28M ﹤0.01%
50,136
-426
2696
$2.27M ﹤0.01%
46,037
+9,867
2697
$2.27M ﹤0.01%
264,007
+31,879
2698
$2.26M ﹤0.01%
68,710
+1,980
2699
$2.25M ﹤0.01%
57,223
-954
2700
$2.24M ﹤0.01%
611,501
+5,963